Job Description

NeighborWorks® Umpqua
Financial Coach

NeighborWorks Umpqua is a community-focused private, rural nonprofit organization working to enhance the lives of Oregon residents in Coos, Curry, Douglas, Jackson, and Josephine Counties. NeighborWorks Umpqua has been a dynamic part of people's lives for many years - working together to build businesses, homes, and affordable housing, helping government provide needed infrastructure, conserve resource, and develop a stable local economy. Our mission is to empower our neighbors in need to pursue opportunities in housing, finance, and community. 

We envision a future where residents in SW Oregon's rural communities are equipped with the tools to overcome barriers to reach their dreams.

NeighborWorks Umpqua's (NWU) Wealth Building Program aims to help low to moderate income families, with focused on providing financial services to individuals and communities that have historically faced economic barriers, to boost earnings, reduce expenses, and make appropriate financial decisions that lead to asset building through innovative approaches to service delivery.

NeighborWorks Umpqua is seeking a Financial Coach who will be responsible for outreach strategies designed to effectively serve the community's financial education needs. This position would provide direct services to low to moderate-income individuals who are enrolled as NeighborWorks Umpqua's (NWU) participants. 

Position Summary:
NeighborWorks Umpqua's (NWU) Wealth Building Programs empower low to moderate-income families to boost earnings, reduce expenses, and build assets through innovative, client-centered financial coaching. The Financial Coach plays a critical role in providing individualized, bilingual coaching, education, and outreach services tailored to both Limited English Proficiency and English Proficient communities. This position supports NWU participants by helping them navigate personal finances, develop actionable financial plans, and ultimately achieve greater financial stability. The Financial Coach reports directly to the Director of Wealth Building.

Essential Duties and Responsibilities:

Client-Focused Financial Coaching

• Provide one-on-one financial coaching that addresses clients’ unique financial challenges and goals.
• Conduct comprehensive financial assessments with clients, including:
  • Budget development and improvement strategies.
  • Analysis of credit reports and guidance for credit building.
  • Documentation and enhancement of personal balance sheets to increase net worth.
• Collaborate with clients to develop actionable plans, providing the tools, resources, and accountability needed to achieve financial stability.
• Assist clients in resolving immediate financial issues while promoting proactive, long-term financial management strategies.
• Educate clients on the value of NWU’s services and establish enduring relationships that foster trust and accountability.
• Guide participants in mapping a clear pathway to financial stability by connecting them with relevant NWU programs and assisting them throughout the process.

Outreach and Community Engagement

• Support the development, coordination, and facilitation of targeted outreach materials and events that engage low- to moderate-income individuals.
• Connect clients with additional NWU wealth-building programs and related community services.
• Engage NWU participants in sharing their financial success stories to inspire and motivate others in the community.

Workshop Support and Facilitation

• Support the development of workshops and classes by collaborating with colleagues and partners to tailor curriculum and materials to meet the specific needs of the community.
• Lead or assist with delivery of workshops and classes, both in-person and virtual,  as both a primary outreach strategy and a supplement to one-on-one coaching.
• Facilitate sessions on relevant topics, such as budgeting, savings, banking products, credit building, identity theft prevention, and more.

Data Management and Program Evaluation

• Maintain detailed records and case management documentation for all participants.
• Track client progress through measurable benchmarks, ensuring the success of NWU’s financial programming.
• Participate in the collection and reporting of data for program evaluations, grant reporting, and success story development.

Professional Development and Travel

• Participate in regional and national asset building trainings, and present when appropriate to share best practices and success stories.
• Travel to service delivery sites as needed to ensure effective program implementation and client engagement.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Previous work experience with the low-income populations
• Ability to provide financial counseling/coaching services
• A good financial coach is able to relate well to both team members and clients
• Internet and resource savvy
• A strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building
• Supports a respectful and professional workplace environment that values teamwork and mutual respect
• Experience working with individuals seeking financial education and support, including those from various economic backgrounds.

Specific requirements include:

• Strong organizational skills and demonstrated ability to work independently
• Proficient in the full Microsoft suite including, but not limited to Word, Excel, and PowerPoint
• Ability to become HUD certified in Financial Capability Education within 1 year of hire with demonstrated progress within the first three months of hire
• Must be willing to travel; sometimes overnight
• Must have a valid Oregon driver’s license and a good driving record
• Other duties as assigned

Preferred Qualifications:

• Two years related case management experience or equivalent combination of education and experience.
• Competency in business planning and a demonstrated ability to impart these skills to others.
• Experience developing/delivering educational trainings
• Previous work experience in the financial sector (banking, lending, insurance, investments)
• Fluency in Spanish and English. 

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance, and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 15 pounds. Specific vision abilities required by this position include those required for reading, writing, and typing. This position will be working primarily indoors and some of the time in an outdoor environment for events or clean up. From this movement, the employee will encounter varying temperatures. The noise level is low in the office environment.

Position classification: Full-time, salaried, non-exempt.

Benefits Package includes: Company contribution to Medical, Dental & Vision insurance; Company Retirement Contribution, Company Covered life insurance, Long-term Disability, Accidental death and Dismemberment Insurance, Identity theft insurance; Vacation & Sick Leave, Federal Paid Holidays + one Floating Holiday, Employee Assistance Program;/ Access to:  Voluntary Life & Disability Insurance, Health Savings Accounts, Health Care Flexible Spending Account, Dependent Care FSA, Dependent Care Flex Spending Account, Hospital Indemnity, Group Accident Insurance, Legal Plan, Critical Illness, Short and Long Term Disability. 

Who We Are: 

For over 30 years, NeighborWorks Umpqua has successfully met its housing and economic goals by providing comprehensive client services, including Affordable Housing Development, Education & Homeownership Assistance, Financial Services, Economic Development, Community Development, and Property Management.

Our services are open to all individuals, and we are committed to ethical and responsible practices that support financial and housing stability. As a community partner, we remain dedicated to collaboration, transparency, and continuous learning to best serve the needs of those we support.

As an organization, we:

• Foster a culture that values respect, fairness, and opportunity for all individuals.
• Ensure our practices and processes support fair and transparent opportunities.
• Cultivate a staff, management team, and board that bring a broad range of skills, perspectives, and experiences to our mission.
• Engage individuals and communities in areas that are core to our mission—housing, community development, and financial sustainability.
• Identify and address challenges that impact housing and economic opportunities in the communities we serve.

Our core values: Integrity, Dignity, Empowerment, Empathy, Respect , and Collaboration.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Tags

Holiday work, Full time, Temporary work, Work experience placement, Local area, Immediate start, Remote job, Outdoor, Night shift,

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